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Disclosery

Waterfront Wealth Inc.: UPS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waterfront Wealth Inc. on UPS, newest first. How the timeline and the estimate are built.

Waterfront Wealth Inc. held 40,682 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,682 shares
    Change vs previous 13F -144 shares

    0.71% of the 13F portfolio, value $4,575,502.

    13F-HR 0001775210-26-000008 filed by Waterfront Wealth Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 40,826 shares
    Change vs previous 13F -497 shares

    0.74% of the 13F portfolio, value $4,016,434.

    13F-HR 0001775210-26-000004 filed by Waterfront Wealth Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 41,323 shares
    Change vs previous 13F -347 shares

    0.85% of the 13F portfolio, value $4,449,816.

    13F-HR 0001775210-26-000002 filed by Waterfront Wealth Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 41,670 shares
    Change vs previous 13F +604 shares

    0.74% of the 13F portfolio, value $3,635,059.

    13F-HR 0001775210-25-000004 filed by Waterfront Wealth Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 41,066 shares
    Change vs previous 13F +10 shares

    0.93% of the 13F portfolio, value $4,145,203.

    13F-HR 0001085146-25-004458 filed by Waterfront Wealth Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 41,056 shares
    Change vs previous 13F -8 shares

    1.1% of the 13F portfolio, value $4,515,762.

    13F-HR 0001085146-25-002350 filed by Waterfront Wealth Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 41,064 shares
    Change vs previous 13F -579 shares

    1.26% of the 13F portfolio, value $5,178,175.

    13F-HR 0001085146-25-000704 filed by Waterfront Wealth Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 41,643 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $5,659,248.

    13F-HR 0001085146-24-005262 filed by Waterfront Wealth Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).